Banner 8.0 Grad App and Manual Roll - University System of ... · Banner 8.0 Grad App and Manual Roll Presented by: Jan Craven, Jennifer Carter and Ellen Jetto SunGard Higher Education

Banner 8.0 Grad App and Manual Roll

Presented by: Jan Craven, Jennifer Carter and Ellen Jetto

SunGard Higher EducationBanner Student Development

Course ID 0562 March 24, 2009

CONNECT TO COMMUNITY.At SunGard Summit, come together as a community dedicated to education.

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Session Rules of Etiquette

• Please turn off your cell phone/pager

• If you must leave the session early, please do so as discreetly as possible

• Please avoid side conversation during the session

Thank you for your cooperation!

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Introducing: Banner Student 8.0 Self-Service Application to Graduate and Manual Roll

• Self-Service Pages• Baseline Rules and Set-Up• Manual Roll

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Agenda

• Why a Self-Service Graduation Application?• White Paper and Client Involvement• View the Self-Service Graduation Process for a student• How to set up the rules• How Applications work with Curricula Records• Questions and Answers

Time to GraduateStudent has completed 3 years of a typical 4-year Bachelor’s Degree Program and is preparing to

graduate.


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Walk Through the Self-Service Graduation Application

• Log In to Self-Service —Student Menu—Student Records—Apply to Graduate

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After Entering Student Records – New Menu Items

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• Curriculum Selection—Student sees available current and active curricula for

graduation—Using the radio button, selects one

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Student’s Curricula are Displayed for selection

Student selects a curriculum for graduation

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• Selects a graduation date, term and/or year

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• Answers optional question:—“Will you attend the ceremony?”

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Diploma Name Selection

Here is the diploma name we have, would you like to edit?• If no diploma name is on record, current or an alternate

name only is displayed• Student may be given the option to:

—select a name on record—edit any part of the name selected

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Here is the diploma name on file… If none, options are available to choose one

Learner selected, no diploma name

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Edit Diploma Name – User controls fields that can be edited

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Diploma Mailing Address page can be displayed• Shows an existing diploma address • Would you like to:

—Use and or correct an existing address? —Create a new diploma address?

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Diploma Address Selection

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Student can submit a New Diploma Mailing Address

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• If a fee is required to graduate, student may choose to have it billed to account or to pay by credit card now.

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• Once payment is processed…• A summary of graduation application information is

presented

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Before submit, student can review information on the Summary Page

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• Confirmation letter can be displayed

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Graduation Application Created in Banner

Self-Service Graduation Application Set-Up


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To enable Self-Service Applications to Graduate you will need:

• STVGADR —Graduation Application Display Rule Code Validation

• SHAGADS —Graduation Application Display Selection Rule Code—Process Order (required)—Curriculum data to determine what display rule will be in

use for the student’s curriculum - (optional)

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• STVGAST—Graduation Application Status Code Validation

• SHATPRT—Transcript Type Rules—Set up display of curriculum data for the self-service

graduation application (required)

• SHAGADR —Graduation Application Display Rules—Determines how to present the graduation application to

the student for the display selection rule code in use• Transcript Type (required)• Graduation Application Status Code (required)• Graduation Date, Term, or Year (required)

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• SHAGELR—One valid Graduation Application Eligibility Rule—Determines who is eligible to apply based upon the

student’s:Curriculum module (can be learner, outcome, either)Curriculum data elements (optional)General Student data (optional)Academic History data (optional)Level Hours and GPA data (optional)

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STVGADR - Graduation Application Display Rule Code

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SHAGADS - Graduation Application Display Rule Code

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STVGAST – Graduation Application Status Validation

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SHATPRT - Set up to display Curriculum Data

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SHAGADR - Graduation Application Display Rules

• Overall display rules – based on application type

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SHAGADR - Graduation Application Display RulesA minimum of one valid graduation date, term or year

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SHAGADR - Graduation Application Display Rules

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SHAGADR - Graduation Application Display RulesFor payment processing, STVWPYO set-up is required

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SHAGELR - Eligibility Criteria and Module Selection

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Student Requirements to Apply to Graduate

• No holds for graduation• One current and active curriculum that matches a

Graduation Application Selection Rule – SHAGADS• Either academic history or registration record for the

curriculum selection—SHRTTRM record OR SFRSTCR record —Prevents application for “future” curricula

• One Eligibility Rule that matches curriculum module and any other existing eligibility criteria – SHAGELR

• Application Display Rules – SHAGADR —exists with available dates in effect—SHATPRT has curriculum fields populated

Graduation Applications in Baseline


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SFAREGS and SGASTDN - Apply to Graduate Icon

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SHAGAPP - Create/Update Degree Icon •Updates graduation data in SHADEGR

•Updates Diploma Data on SHADIPL

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SHADIPL – updated diploma data

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SHADEGR - Apply to Graduate Icon

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SHAGAPP - Create/Update Degree Record Icon• Update data in application then use icon

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SHADEGR - Graduation Date updated in degree sequence

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Graduation Applications in Baseline

• Can create Graduation Applications — from Curriculum Tabs

SFAREGSSGASTDNSHADEGR

• Cannot create Graduation Applications — from Curriculum Tabs in SFAREGS, SGASTDN, if the

learner curriculum has been previously rolled— from the new Graduation Application Form - SHAGAPP — from SHADEGR (or self-service) if degree is awarded

• Once an application is created—Apply to Graduate Icon remains enabled

• Using it will only take the user to the existing Graduation Application - SHAGAPP

Manual RollIcons

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Introducing: Banner Student 8.0 Manual Roll of Learner Curricula

• New Icons to roll ‘on demand’• New Job Submission to roll learner curricula• Applying courses to Degrees• Implications when using new Graduation Application

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Manual Roll

• Ability to roll using an icon on the Curriculum Tab—SFAREGS—SGASTDN

• Set preference for applying courses to a newly created degree using Manual Roll Icon—SHACTRL—Previously rolled Courses will be applied -if the code value

is set to Y. • Only those courses which have not been applied to an

awarded degree

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Control for manual roll icon

SHACTRL

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Manual Roll to Outcome Icon - SFAREGS and SGASTDN

Manual Roll Job Submission

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Manual Roll – SHRROUT.pc

• New ‘C’ process executes roll in batch—Courses with grades are not required—Population Selection and Graduation Application Selection

parameters provided—“Apply courses” parameter

• independent of SHACTRL setting shown previously

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SHRROUT

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SHRROUT – page 2

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RESULTS

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SHRROUT.lis

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SHRROUT.lis

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Graduation Applications and the Roll

• Curriculum TabsSFAREGS – Roll and Apply to GraduateSGASTDN – Roll and Apply to GraduateSHADEGR - Update graduation applications

• From Self-Service – Apply to GraduateStudent Records Menu – New Menu ItemCreate Graduation ApplicationRoll Curriculum to Outcome

• From SHAGAPP –Roll to Outcome using “Create/Update Degree” Icon

• Once an application is created• Apply to Graduate Icon in form remains enabled• Using it again takes the user to the existing

Graduation Application - SHAGAPP

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Graduation Applications and the Roll

• Cannot create Graduation Applications — from Curriculum Tabs in SFAREGS, SGASTDN, if the

learner curriculum has been previously rolled.—When learner has been rolled - “Roll to Outcome” icon is

disabled— from the new Graduation Application Form – SHAGAPP — If degree for that curriculum is awarded

Graduation Applications and the Roll –Top Ten List


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Graduation Applications and the Roll – Top Ten List

10. If a Graduation Application exists for a learner curriculum,— that curriculum will not display for selection on Self-

Service graduation application page.

9. If a learner curriculum has been rolled, a. cannot create a graduation application from that learner

curriculum on curriculum tab.☺Create application from the degree - SHADEGR

b. the learner curriculum will not display for selection on self-service (use outcome curriculum).

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Top Ten - continued

8. If a learner curriculum is rolled that has a graduation application, — the outcome curriculum inherits the graduation

application.7. If a learner curriculum has been rolled and a graduation

application exists, —neither the learner nor outcome curriculum will display for

selection from Self-Service. 6. If a graduation application does not exist on a learner

curriculum, when it is rolled, and it is matched* to a degree with an existing graduation application,

* curriculum matches on level, college, program, and degree— the graduation application from that degree is

put on the learner curriculum.

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Top Ten - continued

5. If a graduation application does exist on an unrolled learner curriculum when it is rolled,— it will always create a new degree, even if it is matched on

level, college, degree and program to an existing degree.

4. If a current and active outcome curriculum has an active graduation application derived from a rolled learner curriculum, — the curriculum cannot be deleted without answering a

warning message.3. If a learner curriculum is duplicated or updated,

— the option is available to bring the graduation application along to the new curriculum created.

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Top Ten - continued

2. If the graduation application is created from an outcome curriculum,— the graduation application does not get attached to the

original learner curriculum.—since that learner curriculum was already rolled, cannot

create a graduation application from it.1. If an outcome curriculum is copied, the graduation

application is always carried to the new curriculum created.

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Questions & Answers

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Thank You!Jan Craven

([email protected])Jennifer Carter

([email protected])Ellen Jetto

([email protected])

Please complete the online class evaluation formCourse ID 0562

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© 2009 SunGard. All rights reserved.

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Banner 8.0 Grad App and Manual Roll - University System of ... · Banner 8.0 Grad App and Manual Roll Presented by: Jan Craven, Jennifer Carter and Ellen Jetto SunGard Higher Education